See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,259 | $167,307-80.1% | $143,757-76.9% | $134,475-75.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -18.48% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,757 | $5,619-68.7% | $4,951-64.5% | $4,740-62.9% |
| Participant deferral / active EE | $4,895 | $6,446-24.1% | $5,637-13.2% | $6,400-23.5% |
| Admin fee / account holder | $956 | $18,088-94.7% | $14,673-93.5% | $11,426-91.6% |